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Access Point HSA, LLC

Company Details

Name: Access Point HSA, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Revoked Entity
Date of Organization in Rhode Island: 11 Mar 2015 (10 years ago)
Date of Dissolution: 23 Aug 2023 (2 years ago)
Date of Status Change: 23 Aug 2023 (2 years ago)
Identification Number: 001083156
ZIP code: 02919
County: Providence County
Principal Address: 1285 HARTFORD AVENUE UNIT 6, JOHNSTON, RI, 02919, USA
Purpose: ACCESS POINT HSA IS AN INDEPENDENT CONSULTING FIRM THAT ADVISES FINANCIAL ADVISORS, PLAN SPONSORS, AND INSURANCE PROFESSIONALS ON HEALTH SAVINGS ACCOUNTS. MOST WORK ACTUALLY DONE IN RHODE ISLAND IS VIA TELEPHONE AND ELECTRONIC COMMUNICATIONS (EX. EMAIL, WEBEX)

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Filings

Number Name File Date
202340507250 Revocation Certificate For Failure to File the Annual Report for the Year 2023-08-23
202337628320 Revocation Notice For Failure to File An Annual Report 2023-06-16
202339067820 Agent Resigned 2023-06-16
202224031730 Annual Report 2022-10-12
202224031820 Annual Report 2022-10-12
202224031550 Reinstatement 2022-10-12
202210295670 Revocation Certificate For Failure to File the Annual Report for the Year 2022-02-14
202106495140 Revocation Notice For Failure to File An Annual Report 2021-12-03
202047884500 Annual Report 2020-08-20
202047890150 Annual Report 2020-08-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2039497204 2020-04-15 0165 PPP 400 Putnam Pike Ste J 205, Smithfield, RI, 02917
Loan Status Date 2021-06-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20900
Loan Approval Amount (current) 20900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Smithfield, PROVIDENCE, RI, 02917-0700
Project Congressional District RI-01
Number of Employees 1
NAICS code 525990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21118.73
Forgiveness Paid Date 2021-05-17
3181688302 2021-01-21 0165 PPS 400 Putnam Pike, Smithfield, RI, 02917-2408
Loan Status Date 2021-09-29
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20900
Loan Approval Amount (current) 20900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Smithfield, PROVIDENCE, RI, 02917-2408
Project Congressional District RI-01
Number of Employees 1
NAICS code 525990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 21015.67
Forgiveness Paid Date 2021-08-17

Date of last update: 20 Oct 2024

Sources: Rhode Island Department of State